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Modern Fiduciary Financial Planning & Investment Management

A Progressive Path to Wealth

Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence with a socially-conscious perspective.

Modern Financial Advice

Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice designed for a modern world.

Impact Investment Management

Build a portfolio of Socially-Responsible, ESG (environmental, social, and governance) and Impact Investing focused on supporting and developing a better world.

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

When you have a significant amount of cash to invest, you face a sometimes tough decision: should you invest it all at once or spread it out over time?

E276: How to Navigate Market Volatility Without Losing Your Cool

Volatility is a natural part of investing. It’s the “price of admission” that we pay in exchange for the opportunity to grow wealth over time. But when markets start swinging wildly, especially to the downside, it’s easy to let emotion take the wheel.

E275: The Truth About the Future of Social Security

So what is the actual state of Social Security based on the most recent data and analysis? And what does this mean for your financial future?

Debunking the Most Common Personal Finance Lies on TikTok

Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.

Michael Reynolds, CFP® | October 13, 2025

Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

When you have a significant amount of cash to invest, you face a sometimes tough decision: should you invest it all at once or spread it out over time?

Michael Reynolds, CFP® | October 6, 2025

How to Navigate Market Volatility Without Losing Your Cool

Michael Reynolds, CFP® | September 29, 2025